Our retirement portfolio gained 2.77% in August 2020, which is below the S&P 500’s performance of 5.9% and outperforming Invesco’s High Dividend Low Volatility ETF (SPHD), which was up 1.81%.
Since its inception in January 2017, this portfolio has returned 10.58% per year, which is well ahead of our dividend ETF benchmark (0.27%).
The portfolio growth chart also clearly displays the results of the quality of the stocks in this portfolio and the smaller draw-down compared to the SPHD.
